List & Contact Management

What is the Contacts Page for?
The Contacts Page in the Email Marketing Module is used to manage all of your Email Lists and the contacts on those lists. Contacts are the recipients of th...
Wed, 17 Jul, 2024 at 9:52 AM
How do I find the Email Contacts or Recipient Lists page?
Once you are logged into AssociationSphere, mouse over Workspace in the left corner and then Email Marketing, click on Contacts.
Thu, 20 Oct, 2022 at 9:44 AM
Can I use the same list for Surveys and Email Campaigns?
Yes, you can send targeted messages and surveys to recipients on a list without having to create duplicate lists for Emails or Surveys. You can access the...
Wed, 17 Mar, 2021 at 1:25 PM
How do I add new recipients?
From the Contacts Page in the Email Marketing Module, you can add recipients to the database by importing them from an .XLS, .XLSX. .CSV or .ODS file. Click...
Thu, 20 Oct, 2022 at 9:52 AM
I am importing a new list into Email Marketing; do I have to take care of duplicates before importing?
By default, AssociationSphere looks for existing constituents in the database, matching by email address and name. If an exact match is found, no duplicate ...
Wed, 25 Sep, 2024 at 9:23 AM
What file formats are supported if I want to import recipients from a file on my computer?
Acceptable file formats are .XLS, .XLSX, .ODS, .CSV. Max file size 10MB. 
Thu, 20 Oct, 2022 at 9:54 AM
Can I import recipients from my email account?
We no longer support the ability to directly import your contacts from email clients. You can instead export the contacts to a .XLS, .XLSX, .ODS, or .CSV. f...
Thu, 5 Jan, 2023 at 4:32 PM
Can I combine multiple lists into one list?
Yes, you can combine multiple lists into one list by clicking on +List and selecting from existing list. A new window will open to allow you to nam...
Thu, 20 Oct, 2022 at 10:43 AM
Can I import recipients from other CRM packages such as Microsoft Dynamics, Outlook or SalesForce.com?
We don’t directly import from such packages. However, you can export your contacts to an .XLS, .XLSX, .ODS, .CSV. file (Max file size 10MB) and import the f...
Thu, 20 Oct, 2022 at 10:46 AM
How can I assign/remove a recipient to/from multiple lists?
You can you add or remove a recipient from email lists from their profile page. Click on the X next to the email list to remove them from that list or click...
Thu, 20 Oct, 2022 at 10:49 AM